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Halbert Hargrove Global Advisors’s Dollar General DG Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio DG Stock Details DG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$235 Buy
+2
New +$227 ﹤0.01% 630
2025
Q2 		– Sell
-7
Closed -$648 – 398
2025
Q1 		$648 Buy
+7
New +$530 ﹤0.01% 479
2023
Q1 		– Sell
-867
Closed -$213K – 172
2022
Q4 		$213K Sell
867
-15
-2% -$3.71K 0.02% 150
2022
Q3 		$211K Buy
882
+6
+0.7% +$1.48K 0.02% 142
2022
Q2 		$215K Buy
+876
New +$204K 0.02% 140
2015
Q3 		– Sell
-3,476
Closed -$270K – 119
2015
Q2 		$270K Sell
3,476
-380
-10% -$28.7K 0.07% 153
2015
Q1 		$291K Buy
+3,856
New +$273K 0.09% 143
2014
Q3 		– Sell
-6,362
Closed -$365K – 150
2014
Q2 		$365K Sell
6,362
-1,415
-18% -$80.9K 0.11% 71
2014
Q1 		$431K Sell
7,777
-210
-3% -$12.2K 0.13% 52
2013
Q4 		$482K Sell
7,987
-1,233
-13% -$72.4K 0.15% 46
2013
Q3 		$521K Sell
9,220
-719
-7% -$39.5K 0.17% 41
2013
Q2 		$501K Buy
+9,939
New +$515K 0.18% 45

Other funds holding DG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Halbert Hargrove Global Advisors's DG Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Dollar General (DG) in Q2 2026: 2 shares worth $235. The stake represents ﹤0.01% of the portfolio and ranks #630 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in DG as recently as Q1 2025.

Halbert Hargrove Global Advisors first reported a position in DG in Q2 2013 and has held it in 12 quarters since. The position peaked at $521K in Q3 2013. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Halbert Hargrove Global Advisors held 2 shares of Dollar General worth $235 as of Q2 2026.
  • Dollar General was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • Dollar General made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #630 holding.
  • Halbert Hargrove Global Advisors first reported a position in Dollar General in Q2 2013 and has held it in 12 quarters since.
  • Halbert Hargrove Global Advisors's Dollar General position peaked at $521K in Q3 2013.
  • 1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.